Principal Financial Analyst

Office of Finance 

Annual Salary Range: $120,729 - $160,952

FLSA Exempt / Non-Union Represented

This position allows for up to four days of remote work per week. 

About the Office

The Office of Finance (Finance) oversees accounts payable, accounts receivable, billing, collection, payroll, fixed assets, treasury, and the general ledger in accordance with the State Bar’s financial policies. Finance is also responsible for ongoing financial planning, preparing financial statements and analysis, and works with the Leadership Team and the Finance Committee to create and monitor the State Bar’s annual budget.

About the Position

The State Bar of California’s Office of Finance seeks an experienced and highly skilled Principal Financial Analyst/Accounting Supervisor to perform comprehensive accounting professional duties in the areas of general ledger, accounts payable, grants, investments, fixed assets, payroll, fund accounting, audits, personnel supervision, and special projects. The Principal Financial Analyst/Accounting Supervisor exercises sound, independent judgment in performing complex analytical work; adapts quickly to changing environment and effectively implements course of actions; participates in audit activities; works under pressure and deadlines; provides training and guidance to staff; and performs other related duties as required. Governmental accounting experience is desired and experience with Oracle Fusion is a plus.

Definition

The Principal Financial Analyst serves under the general oversight of an Executive Team Member and is responsible for supervising the staff and operations of a fiscal section in the State Bar; functional areas of responsibility may include, but are not limited to general ledger, grants, accounts payable, accounts receivable, payroll, general and special fund accounting, related activities in accordance with generally accepted accounting standards, fiscal audits, and for supporting special projects as assigned. This position serves on a team that is responsible for continuous institutional organizational improvement, collaboration, accountability, and professionalism. The Principal Financial Analyst may also oversee other functions as assigned.

Distinguishing Characteristics

This classification is distinguished from a Senior Program Analyst in the series in that the Principal Financial Analyst assumes responsibility for development and implementation of comprehensive accounting and finance related projects that may have an agency wide impact. Duties may deal with complex and sensitive issues. Incumbents are expected to work with minimal direction and may supervise and/or lead support staff. 

Examples of Essential Duties

Duties may include, but are not limited to the following:

• Develops fiscal policies and procedures, strategic plans, budget forecasts and financial projections and statements, and reports consistent with generally accepted accounting standards.
• Evaluates accounting and fiscal control systems, policies, problems, and procedures and prepares reports recommending changes and/or alternatives to procedures.
• Maintains and reviews budgetary controls; analyzes budget variances, projection reports, budget line-item expense, balance sheet accounts, reports discrepancies between actual and subsidiary ledgers and makes recommended changes in cost allocation formulas.
• Supervises, plans, and prioritizes the work of professional, technical, or clerical staff.
• Performs a variety of complex accounting duties; functional areas of responsibility include general ledger, grants, accounts payable, accounts receivable, payroll, and budget.
• Reviews licensing and program fees to ensure fiscal stability.
• Analyzes data from the State Bar’s information systems, to support institutional performance analysis and program evaluation.
• Conducts internal performance and financial audits pursuant to a performance and financial audit plan, to ensure that the State Bar’s core functions are being performed efficiently and effectively, and in compliance with all governing mandates.
• Serves as staff to subgroups of members of the Board of Trustees, Executive Office efforts, and other committees and working groups by conducting research and policy analysis, providing materials in presentation ready format, and presenting materials at public meetings and other committees to ensure clear and accurate communication regarding implementation efforts.
• Serves as the subject matter expert in analyzing and critiquing proposal information before a vendor is selected.
• Directs work of contractors and consultants ensuring that contract requirements are followed and in accordance with State Bar policies.
• Respond